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SMBPX vs VWITX
SMBPX vs VWITX Comparison
Open Charts SMBPX vs VWITX
Saratoga Municipal Bond I
Price$8.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets452.55K
Vanguard Interm-Term Tx-Ex I
Price$13.29
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets77.77B
SMBPX vs VWITX Comparison Chart
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SMBPX vs. VWITX commentary
Apr 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SMBPX is a Hold and VWITX is a Hold.
FUNDAMENTALS
Fundamentals
VWITX has more cash in the bank: 77.8B vs. SMBPX (453K). VWITX pays higher dividends than SMBPX: VWITX (3.09) vs SMBPX (1.16). SMBPX was incepted earlier than VWITX: SMBPX (31 years) vs VWITX (48 years). SMBPX (4.49) is less costly to investors than VWITX (0.17). SMBPX is a more actively managed with annual turnover of: 36.00 vs. VWITX (31.00). SMBPX has a lower initial minimum investment than VWITX: SMBPX (250) vs VWITX (3000). SMBPX annual gain was more profitable for investors over the last year : -0.47 vs. VWITX (-1.70). SMBPX return over 5 years is better than : -2.48 vs. VWITX (-7.38).
| SMBPX | VWITX | SMBPX / VWITX | |
| Total Expense Ratio | 4.49 | 0.17 | 2,641% |
| Annual Report Gross Expense Ratio | 4.49 | 0.17 | 2,641% |
| Fund Existence | 31 years | 48 years | - |
| Gain YTD | -1.484 | -2.063 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 453K | 77.8B | 0% |
| Annual Yield % from dividends | 1.16 | 3.09 | 38% |
| Returns for 1 year | -0.47 | -1.70 | 28% |
| Returns for 3 years | -0.59 | -2.14 | 27% |
| Returns for 5 years | -2.48 | -7.38 | 34% |
| Returns for 10 years | -9.27 | -6.47 | 143% |
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